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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,642 | $93,617+25.7% | $135,982-13.5% | $75,177+56.5% |
| Participation rate | 97.5% | 75.2%+22.3pp | 81.9%+15.6pp | 67.2%+30.3pp |
| Annual return | 18.56% | 30.89%-12.3pp | 68.32%-49.8pp | 160.75%-142.2pp |
| Employer contribution / active EE | $2,409 | $3,538-31.9% | $4,859-50.4% | $2,671-9.8% |
| Participant deferral / active EE | $5,894 | $6,406-8.0% | $7,760-24.0% | $4,126+42.8% |
| Admin fee / account holder | $3,385 | $6,980-51.5% | $10,767-68.6% | $5,651-40.1% |